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Day Two: Friday, March 6, 2009

7:45am
Continental Breakfast

THEME 3: Linking Strategy and Operations to Drive Results

8:30am
KEYNOTE SESSION: Management Meetings to Monitor, Learn, and Adapt

Organizational leaders that fail to collaborate find themselves unable to execute strategy.  Management meetings play a crucial role in determining the status of strategy execution efforts.  Through management meetings, managers and other organizational leaders can gain insight into how strategy is being communicated, how best practices can be identified, and what organizational adjustments have to be made to ensure achievement of strategic objectives.  In this session, Dr. Robert Kaplan will share his insights into how management meetings should work and how they can be used to enhance the organization’s ability to execute strategy.

Dr. Robert S. Kaplan
Co-Creator
The Balanced Scorecard

9:30am
Driving Transformational Change with the Balanced Scorecard

The journey to greater organizational performance requires a willingness to change and adapt.  Executing strategy is not just about brainstorming or generating new ideas, but it is about taking action in overcoming the hurdles that prevent achievement of organizational goals.  With the BSC, an organization can translate strategy, create strategy-focused initiatives, and manage the change that is needed for establishing buy-in and inspiring action.  In this session, you will learn how the University of Leeds has used the BSC to drive the change and action that is needed to achieve greater levels of organizational performance.

Dr. Michael Arthur
Vice Chancellor
University of Leeds

10:30am
Morning Break and Exhibition Session

11:15am
Performance Breakouts

Track D:
Performance Reporting and Analysis
Establishing and Implementing a Comprehensive Performance Reporting System (sponsor panel)

Implementing a performance management reporting software solution is a huge challenge. The application needs to interact with other software and systems already installed at your organization as well as make the process of reporting easier for the leadership team to manage.  With the demand for automation and the need for accuracy, technology has played an increasingly important role in building effective performance reporting systems.  In this session, you will learn about the characteristics of software solutions and how to satisfy the requirements of your performance reporting system.

Facilitated by Ted Jackson

Track E:
Change Management
Communicating and Implementing Organizational Change

To realize greater levels of organizational performance, any non-profit organization must endure the process of change.  The pain that comes with the process of change can be adjusted based on the actions of organizational leaders in facilitating transitional efforts.  With leaders effectively communicating change, resistance to change can be overcome and the support of employees for implementing change be won. In this session, you will learn what leaders have to do to communicate change and how buy-in from employees can be gained to ensure the implementation of change.

Robert Egger
President
DC Central Kitchen

Track F:
Community Engagement
Engaging Your Community with the Balanced Scorecard

With the major investment of trust your community puts in your organization, it is crucial for accountability and transparency to be the guiding principles of your performance management program.  Fulton County Schools, an award-winning BSC practitioner, has used the BSC to assess and report on student development.  Fulton County Schools has engaged parents and concerned citizens through using the BSC to communicate its effectiveness in educating children.  Through the information made available by the BSC, Fulton County Schools has also enhanced its educational programs and has made tremendous strides in fulfilling its mission.  In this session, you will learn how Fulton County Schools uses the BSC to inform the public, generate results, and gain support from its community.

Fulton County Schools

12:15pm
Networking Luncheon

1:15pm
Using the Balanced Scorecard to Manage Accelerated Growth

Every nonprofit organization and government agency has aspirations of advancing their mission and fulfilling their vision of serving the common good.  When an organization lives up to its purpose and executes its objectives, growth can occur and take the organization to new levels of success.  But for such organizations, growth has to be managed so it can be sustained for longer periods of time.  The BSC, a management tool known for its ability to communicate strategy, can be used to enable nonprofits to manage growth.  In this session, you will learn how the Project Management Institute (PMI) uses the BSC to gain control over growth and ensure its sustainability.

Gregory Balestrero
President and CEO
Project Management Institute

THEME 4: Organizing to Generate Results

2:15pm
Establishing an Office of Strategy Management (OSM) to Facilitate the Execution of Strategy

Strategy execution efforts require a leader to inspire action and keep the organization focused on strategy.  For the organization that chooses to make strategy execution a top priority, the establishment of an Office of Strategy Management (OSM) has been a proven solution in providing the facilitation and leadership that is needed to guide efforts related to the achievement of organizational goals.  The OSM serves as the nucleus and support center to the managers and stakeholders that oversee the translation, communication, and execution of strategy.  In this session, you will learn about the benefits of the OSM and how it can be used to provide the guidance that is necessary for making strategy execution a reality.

 

3:15pm
Question & Answer Session with Dr. Kaplan and Speakers

3:35pm
Summit Adjourn